Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Atlantic Edge Private Wealth Management, LLC

$329 Billion
Q3 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$49.82 - $55.29 $0 - $0	0 New	0 $1,000
Q2 2024 Jul 26, 2024	SELL	$47.83 - $52.72 $286 - $316	-6 Closed	0 $1,000
Q4 2023 Feb 08, 2024	BUY	$39.52 - $46.21 $237 - $277	6 New	6 $293,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$836 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$105 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.3 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$37.1 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

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